See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,793 | $165,984-88.1% | $164,813-88.0% | $145,922-86.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.54% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,167 | $5,273-39.9% | $4,341-27.0% | $4,660-32.0% |
| Participant deferral / active EE | $3,915 | $6,959-43.7% | $6,031-35.1% | $6,688-41.5% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |